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Stoneridge Investment Partners’s Inovio Pharmaceuticals INO Stock Holding History

Stoneridge Investment Partners’s Portfolio INO Stock Details INO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,410
Closed -$56K – 128
2019
Q4 		$56K Hold
1,410
– – 0.02% 131
2019
Q3 		$35K Hold
1,410
– – 0.01% 125
2019
Q2 		$50K Buy
+1,410
New +$56K 0.02% 112
2018
Q2 		– Sell
-5,085
Closed -$287K – 144
2018
Q1 		$287K Sell
5,085
-1,993
-28% -$108K 0.05% 166
2017
Q4 		$351K Hold
7,078
– – 0.06% 157
2017
Q3 		$539K Sell
7,078
-1,223
-15% -$91K 0.08% 120
2017
Q2 		$781K Sell
8,301
-12,903
-61% -$1.1M 0.12% 124
2017
Q1 		$1.68M Buy
21,204
+173
+0.8% +$13.8K 0.23% 134
2016
Q4 		$1.75M Hold
21,031
– – 0.24% 129
2016
Q3 		$2.35M Buy
21,031
+6,469
+44% +$715K 0.34% 107
2016
Q2 		$1.61M Sell
14,562
-18,012
-55% -$2.19M 0.24% 127
2016
Q1 		$3.4M Sell
32,574
-15,358
-32% -$1.19M 0.5% 64
2015
Q4 		$3.87M Buy
47,932
+1,466
+3% +$117K 0.52% 58
2015
Q3 		$3.22M Buy
46,466
+2,985
+7% +$260K 0.45% 63
2015
Q2 		$4.26M Buy
43,481
+22,211
+104% +$2.37M 0.53% 49
2015
Q1 		$2.08M Buy
21,270
+292
+1% +$28.3K 0.24% 131
2014
Q4 		$2.31M Buy
20,978
+11,007
+110% +$1.34M 0.3% 112
2014
Q3 		$1.18M Buy
+9,971
New +$1.24M 0.17% 149

Other funds holding INO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Stoneridge Investment Partners's INO Position: Q1 2020 in Review

Stoneridge Investment Partners sold out of Inovio Pharmaceuticals (INO) in Q1 2020, closing a stake of 1,410 shares — an estimated $56K sold.

Stoneridge Investment Partners first reported a position in INO in Q3 2014 and held it in 18 quarters. The position peaked at $4.26M in Q2 2015. 158 funds tracked by Wall St. Rank hold INO as of Q1 2020.

  • Stoneridge Investment Partners reported no remaining Inovio Pharmaceuticals position as of Q1 2020 after selling out during the quarter.
  • Stoneridge Investment Partners sold 1,410 Inovio Pharmaceuticals shares in Q1 2020, an estimated $56K.
  • Stoneridge Investment Partners first reported a position in Inovio Pharmaceuticals in Q3 2014 and held it in 18 quarters.
  • Stoneridge Investment Partners's Inovio Pharmaceuticals position peaked at $4.26M in Q2 2015.
  • 158 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q1 2020.

Based on Stoneridge Investment Partners's 13F filing for Q1 2020, filed 5 May 2020.